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Vanguard Mid-Cap ETF
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Overview Fund Activity

2,122 hedge funds and large institutions have $50B invested in Vanguard Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 875 increasing their positions, 646 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,122
Holders Change
+201
Holders Change %
+10.46%
% of All Funds
28.24%
Holding in Top 10
230
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+11.65%
% of All Funds
3.06%
New
296
Increased
875
Reduced
646
Closed
59
Calls
$14.3M
Puts
$3.91M
Net Calls
+$10.4M
Net Calls Change
+$19.7M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$783M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$183M
3
Bank of America
Bank of America
North Carolina
+$128M
4
CIA
Choate Investment Advisors
Massachusetts
+$112M
5
Morgan Stanley
Morgan Stanley
New York
+$79.8M

Top Sellers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$127M
2
MIS
Morningstar Investment Services
Illinois
-$73.9M
3
CWM
Connecticut Wealth Management
Connecticut
-$53.4M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$52.2M
5
Ameriprise
Ameriprise
Minnesota
-$28.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPW
1951
Talon Private Wealth
Florida
$113K – – –
GFPC
1952
Global Financial Private Client
Florida
$112K – – –
DP
1953
Denver PWM
Colorado
$110K – – –
AT
1954
Avalon Trust
New Mexico
$106K – – –
AWM
1955
Abound Wealth Management
Tennessee
$105K +$19.3K +73 +23%
FFA
1956
Frazier Financial Advisors
Ohio
$104K -$7.4K -28 -7%
Q1WB
1957
Quest 10 Wealth Builders
Virginia
$104K +$104K +395 New
PP
1958
Pacifica Partners
Canada
$102K – – –
MA
1959
MCF Advisors
Kentucky
$101K +$25.4K +96 +34%
DRP
1960
Decker Retirement Planning
Utah
$101K +$101K +382 New
PWM
1961
Provident Wealth Management
Tennessee
$98.8K -$528 -2 -0.5%
FP
1962
Financial Perspectives
Minnesota
$96.2K +$5.29K +20 +6%
LWANC
1963
Laurel Wealth Advisors (North Carolina)
North Carolina
$94K -$2.11K -8 -2%
UFAC
1964
Urban Financial Advisory Corp
Illinois
$94K – – –
RDFA
1965
Ritter Daniher Financial Advisory
Ohio
$91.1K +$44.9K +170 +97%
CFO
1966
CVA Family Office
Colorado
$89.3K +$53.4K +202 +149%
NRG
1967
Nemes Rush Group
Michigan
$88.7K -$5.55K -21 -6%
MCA
1968
Maryland Capital Advisors
Maryland
$83.5K – – –
CB
1969
Centennial Bank
Arkansas
$83.2K – – –
EPW
1970
Evergreen Private Wealth
Colorado
$80.3K – – –
FCMT
1971
Founders Capital Management (Texas)
Texas
$80K – – –
CWP
1972
Concord Wealth Partners
Virginia
$79.3K +$264 +1 +0.3%
HGERS
1973
Householder Group Estate & Retirement Specialist
Arizona
$78K -$98.9K -379 -56%
PC
1974
Promus Capital
Illinois
$75K +$75K +284 New
KFP
1975
Keener Financial Planning
Texas
$74K – – –
77 78
79
80 81